Perigon Wealth Management’s Beth Bosworth explains why advisors should throw traditional minimums “out the window” to attract next-gen clients.
Listen to the podcast or read the full article at: WealthManagement.com
Global stocks tumbled 7.18% in March, in a brutal first quarter bringing 2026 returns into the red. The MSCI All Country World
Index’s (ACWI) is now down 3.20% YTD and sits 6.08% below its February all-time high.
Perigon Wealth Management, LLC announced the appointment of Rory T. Shusted as the firm’s first Chief People Officer. She will report directly to CEO Arthur Ambarik and is based in the Atlanta area.
Perigon, a rapidly growing independent wealth management firm with offices across the country, announced three more team members have completed the firm’s innovative Path to Partnership Program.
Global stocks marched 1.29% higher in February to bring YTD returns to 4.29%, following 2025’s 22.34% gain. The MSCI All Country World Index’s (ACWI) made four new all-time highs this month.